13F

Investor

Net Worth Advisory Group

CIK 0001791998 · filed 2026-05-05 · SEC filing

13F book

$482.4M

Positions

436

41 new · 46 sold

Largest name

3.2%

Vanguard Scottsdale Fds

Est. mark

−$4.13M

Price effect on 395 names still held. Flow −$8.07M.
NameTickerSharesValueWeightEst. markChange
Vanguard Scottsdale Fds184.7K$15.3M3.2%−$179.2KAdded$274.6K
Vanguard Scottsdale Fds256.4K$15.3M3.2%−$95KAdded$282.4K
Apple Inc.AAPL57.9K$14.7M3.0%−$999.7KAdded−$354.1K
Vanguard Charlotte Fds295.1K$14.2M2.9%−$76.7KAdded$451.7K
Ishares Tr115.6K$12.8M2.6%$51.3KAdded$228.1K
Ishares Tr105.6K$11.5M2.4%−$124.9KAdded$33.3K
Ishares Tr119.5K$11.4M2.4%−$84.1KAdded$181.4K
Ishares Tr135.6K$11.2M2.3%−$33.3KAdded$147.3K
Ishares Tr51.9K$11M2.3%−$47.8KAdded−$19.9K
Pimco Etf Tr106.2K$10.3M2.1%−$109.3KAdded$96.4K
Ishares Tr87.4K$9.89M2.0%−$887.1KCut−$964.1K
Ishares Tr88.7K$8.93M1.9%−$82.3KAdded$119.2K
Spdr Series Trust391.4K$8.59M1.8%−$220.8KAdded$16K
Nvidia CorpNVDA41K$7.15M1.5%−$465.1KAdded−$17.4K
Ishares Tr74.9K$5.96M1.2%−$78.7KAdded$29.1K
Microsoft CorpMSFT14.9K$5.52M1.1%−$1.59MAdded−$1.24M
Ishares Tr62.9K$4.68M1.0%$184.9KCut$162.1K
Ishares Tr34.1K$4.52M0.9%$30.9KAdded$49.6K
Ishares Tr43.4K$4.36M0.9%$162.2KCut$154.6K
Alphabet Inc14.6K$4.2M0.9%−$332.8KAdded$105.2K
Alphabet Inc13.4K$3.86M0.8%−$362.2KCut−$712.4K
Ishares Tr34K$3.79M0.8%−$84.9KAdded−$3.52K
Amazon Com IncAMZN17.8K$3.7M0.8%−$386.9KAdded−$257.4K
Vanguard Index Fds18.1K$3.56M0.7%$86.2KAdded$401.1K
Spdr Gold Tr8.12K$3.49M0.7%$275.8KCut$105K
Johnson & JohnsonJNJ14K$3.43M0.7%$525.3KCut$412.5K
Vanguard Growth Etf7.7K$3.36M0.7%−$357.2KAdded−$48.8K
Tesla, Inc.TSLA8.9K$3.31M0.7%−$694.1KCut−$818.3K
Meta Platforms, Inc.META5.3K$3.03M0.6%−$466.6KCut−$658.1K
Ishares Tr26.6K$2.94M0.6%$6.37KCut−$577.3K
Applied Matls Inc8.59K$2.94M0.6%$728.4KCut$692.9K
Spdr Series Trust31.2K$2.86M0.6%$8.1KCut−$533.9K
Vanguard Bd Index Fds38.5K$2.84M0.6%−$16.6KCut−$60.8K
Eli Lilly & CoLLY2.86K$2.63M0.5%−$359.8KAdded$140.6K
Jpmorgan Chase & Co.8.74K$2.57M0.5%−$245.3KCut−$316.5K
Pimco Etf Tr25.4K$2.55M0.5%$5.83KCut−$558.1K
Vanguard Index Fds9.85K$2.54M0.5%−$143.9KAdded$692.8K
Ishares Tr109.7K$2.51M0.5%−$12.3KAdded$53.2K
Cisco Sys Inc32.4K$2.51M0.5%$18.1KCut−$332.8K
Berkshire Hathaway Inc Del5.02K$2.41M0.5%−$117.8KCut−$137.9K
Spdr S&P 500 Etf Tr3.65K$2.37M0.5%−$114.7KCut−$159K
Invesco Qqq Tr4.01K$2.31M0.5%−$148.6KCut−$198.3K
Vanguard Index Fds12.3K$2.27M0.5%$80KAdded$214.2K
Walmart Inc.WMT18.2K$2.27M0.5%$232.4KAdded$254.4K
Marathon Pete Corp9.18K$2.24M0.5%$748.9KCut$726.3K
Ishares Tr22K$2.19M0.5%−$13.4KCut−$60.7K
Broadcom Inc.AVGO6.9K$2.14M0.4%−$221.7KAdded$38K
Spdr Dow Jones Indl Average4.6K$2.13M0.4%−$79.8KCut−$129.3K
Invesco Exchange Traded Fd T11K$2.12M0.4%$3.89KCut−$41.1K
Ishares Tr17.6K$2.08M0.4%$83KAdded$85.8K
Schwab Strategic Tr70.9K$2.07M0.4%−$247.4KCut−$255.3K
Ishares Tr14.2K$2.05M0.4%$49.7KAdded$75.6K
Costco Whsl Corp New2.04K$2.03M0.4%$240.5KAdded$489.6K
Taiwan Semiconductor Mfg Ltd5.89K$1.99M0.4%$200.4KCut−$110.8K
Schwab Strategic Tr62.8K$1.92M0.4%$55.9KCut$53.1K
Lumentum Hldgs Inc2.7K$1.9M0.4%$903.3KCut$522.9K
Lowes Cos Inc7.9K$1.87M0.4%−$38.6KCut−$248.4K
Visa Inc.V6.09K$1.84M0.4%−$295.4KCut−$913.8K
American Express CoAXP5.88K$1.78M0.4%−$396.9KCut−$477.9K
Vanguard Index Fds5.92K$1.77M0.4%−$94.6KCut−$107.8K
Paccar IncPCAR14.6K$1.69M0.4%$87.1KAdded$99.4K
Asml Holding N V1.26K$1.66M0.3%$226.2KAdded$692.5K
Travelers Companies, Inc.TRV5.59K$1.63M0.3%$9.09KCut−$36.2K
Netflix IncNFLX16.7K$1.61M0.3%$32.7KAdded$323.7K
Lam Research CorpLRCX7.22K$1.54M0.3%$306.5KCut$270.9K
Ameriprise Finl Inc3.46K$1.54M0.3%−$158.7KCut−$188.1K
Exxon Mobil Corp8.98K$1.52M0.3%$442.6KCut$427.7K
AbbVie Inc.ABBV7K$1.52M0.3%−$66.9KAdded$135.8K
Goldman Sachs Group Inc1.61K$1.36M0.3%−$49.9KAdded$33K
Chevron Corp NewCVX6.5K$1.35M0.3%$354.2KCut$344.6K
Aercap Holdings Nv9.74K$1.34M0.3%−$64.1KCut−$142.2K
ConocophillipsCOP10.1K$1.33M0.3%$387.5KCut$374.2K
Advanced Micro Devices IncAMD6.54K$1.33M0.3%−$69KAdded−$47.4K
Occidental Pete Corp19.3K$1.26M0.3%$461.3KCut$447.9K
Caseys Gen Stores Inc1.64K$1.19M0.2%$273.5KAdded$332.5K
Monolithic Pwr Sys Inc1.09K$1.19M0.2%$202.6KCut$139.1K
Kla CorpKLAC805$1.18M0.2%$206.7KCut$184.9K
Vanguard Index Fds3.65K$1.17M0.2%−$52.8KCut−$4.42M
Arrow Electrs Inc8.05K$1.15M0.2%$246.4KAdded$337.9K
Cigna GroupCI4.28K$1.14M0.2%−$33.6KAdded$52.3K
Vanguard Index Fds5.16K$1.12M0.2%$26.8KAdded$81.8K
Intuit Inc.INTU2.59K$1.12M0.2%−$596.2KCut−$896.3K
Bank America Corp22.9K$1.12M0.2%−$128.7KAdded−$16.3K
Shell Plc11.8K$1.09M0.2%$229.6KCut$210.2K
Freeport-Mcmoran IncFCX18.5K$1.09M0.2%$148.2KCut$123.8K
Invesco Exch Trd Slf Idx Fd55.5K$1.09M0.2%−$5.8KAdded$91.1K
Ishares Tr26.4K$1.08M0.2%−$15.8KCut−$29.4K
Merck & Co., Inc.MRK8.88K$1.07M0.2%$133.5KCut$112.3K
Amgen IncAMGN2.98K$1.05M0.2%$62.5KAdded$218K
Fedex CorpFDX2.89K$1.03M0.2%$194.6KCut$176.4K
Rio Tinto Plc11K$1.03M0.2%$145.9KCut$112K
Carvana Co.CVNA3.21K$1.01M0.2%−$187.9KAdded$272.4K
Bristol-Myers Squibb Co16.6K$1.01M0.2%$111.4KCut$98.3K
Diamondback Energy, Inc.FANG5.08K$1M0.2%$220.7KAdded$305.4K
Invesco Exch Trd Slf Idx Fd51.4K$1M0.2%−$2.22KAdded$40.3K
Analog Devices IncADI3.15K$1M0.2%$147.8KCut$125.8K
Quest Diagnostics IncDGX5.02K$984.4K0.2%$112.8KCut$107.2K
Ishares Tr10.9K$982.4K0.2%$11.6KCut$10.2K
Invesco Exch Trd Slf Idx Fd47.4K$967.5K0.2%−$8.06KAdded$30.7K
Globe Life Inc6.92K$962.3K0.2%−$4.81KCut−$49.3K
Allstate Corp4.6K$954.5K0.2%−$3.5KAdded$48.5K
Teledyne Technologies IncTDY1.57K$952K0.2%$148.3KCut$86K
Morgan Stanley5.69K$935.8K0.2%−$73.6KCut−$157.9K
Pfizer IncPFE32.9K$923.5K0.2%$104.6KCut$93.3K
Warner Bros. Discovery, Inc.WBD33.1K$909.4K0.2%−$45KCut−$74.4K
Renaissancere Hldgs Ltd3.03K$900.1K0.2%$47.5KAdded$68K
Invesco Exch Trd Slf Idx Fd47.8K$892.5K0.2%−$6.25KAdded$217.7K
Ishares Inc12.8K$889.5K0.2%$31.7KAdded$46.4K
Schwab Strategic Tr35.7K$888.5K0.2%−$5.69KAdded$47.5K
Vanguard Index Fds2.93K$886.8K0.2%$519Added$59.8K
Procter And Gamble CoPG6.08K$878.7K0.2%$6.87KCut−$5.88K
Motorola Solutions, Inc.MSI2.01K$873.2K0.2%$102KCut$101.6K
Eqt CorpEQT13.6K$866.2K0.2%$124.8KAdded$199.9K
Union Pac Corp3.57K$865.2K0.2%$40.3KCut$19K
Snap-on IncSNA2.38K$862.5K0.2%$44.1KCut$35.5K
Cme Group Inc.CME2.91K$860.7K0.2%$64.8KCut$63.4K
Pnc Finl Svcs Group Inc4.07K$845.8K0.2%−$2.63KCut−$22K
Cvs Health CorpCVS11.7K$843.8K0.2%−$75.2KAdded$51.4K
Adobe Inc.ADBE3.44K$835.7K0.2%−$367.5KCut−$577.8K
Invesco Exch Traded Fd Tr Ii30.2K$813.2K0.2%$32.3KAdded$56.5K
Berkshire Hathaway Inc Del1$809.3K0.2%−$41.3KHeld
Chubb Limited2.47K$804.3K0.2%$33.8KCut$15.7K
Vanguard Intl Equity Index F14.8K$800.4K0.2%$4.15KAdded$36K
Danaher Corporation4.21K$799.2K0.2%−$141.9KAdded−$27.8K
Mcdonalds CorpMCD2.57K$798.6K0.2%$13.1KCut−$168.2K
Boeing Co4K$796K0.2%−$72.2KCut−$97.1K
Leidos Holdings, Inc.LDOS5.08K$790.2K0.2%−$126.5KCut−$208.4K
United Parcel Service IncUPS8.02K$788.7K0.2%−$6.52KCut−$12.1K
Intercontinental Exchange In4.94K$777.3K0.2%−$23.1KCut−$38.6K
Parker-Hannifin CorpPH867$775.8K0.2%$13.9KCut−$5.45K
Reliance, Inc.RS2.54K$771.4K0.2%$38.1KCut$32.9K
Capital One Finl Corp4.2K$766.6K0.2%−$251.8KCut−$295.9K
Eaton Corp PlcETN2.14K$764.6K0.2%$83.6KCut$66.1K
Berkley W R Corp11.4K$758.1K0.2%−$43.9KCut−$121.2K
HCA Healthcare, Inc.HCA1.6K$757.3K0.2%$10.1KCut−$8.14K
Dell Technologies Inc.DELL4.61K$755.9K0.2%$176.2KCut$126.7K
Schwab Charles Corp7.99K$751.1K0.2%−$47.3KCut−$66.2K
Voya Financial Inc10.9K$745.7K0.2%−$67.3KCut−$84.3K
Spdr Index Shs Fds15.9K$745.4K0.2%$1.55KAdded$21.1K
Vanguard Mun Bd Fds14.9K$744.1K0.2%−$5.88KAdded$2.21K
Ishares Tr1.74K$740.8K0.2%−$81.3KHeld
Ishares Tr6.98K$740.6K0.2%−$6.72KCut−$29.4K
Ishares Tr7.77K$729.8K0.2%−$18.1KAdded−$11.1K
Raymond James Finl Inc5.03K$728.3K0.2%−$79.5KCut−$82.6K
Spdr Series Trust8.55K$727.9K0.2%$4.27KAdded$7.5K
Novartis Ag4.76K$726.5K0.2%$70.7KCut$31.7K
American Intl Group Inc9.65K$726.4K0.2%−$99.5KCut−$118.2K
Ametek Inc/AME3.33K$713.7K0.1%$30.2KCut−$27.5K
Marsh & Mclennan Cos Inc4.11K$713.2K0.1%−$49.7KCut−$65.1K
Disney Walt Co7.35K$708.7K0.1%−$127.9KCut−$147.4K
EMCOR Group, Inc.EME959$707.9K0.1%$102.1KAdded$215K
Micron Technology IncMU2.08K$704.1K0.1%$60.3KAdded$375.9K
Amphenol Corp New5.54K$699.3K0.1%−$33.2KAdded$188.4K
Ishares Silver Tr10.2K$697.9K0.1%$38.1KCut−$4.46K
Oracle Corp4.64K$683.2K0.1%−$222KCut−$295.5K
UBS Group AGUBS17.5K$682.3K0.1%−$126.4KCut−$146.4K
Spdr Series Trust7.06K$677.9K0.1%$24.9KAdded$25.8K
Medtronic PlcMDT7.79K$675K0.1%−$73.2KCut−$88.1K
Performance Food Group CoPFGC7.75K$663.7K0.1%−$33.1KCut−$52K
Salesforce, Inc.CRM3.56K$663.6K0.1%−$278.1KCut−$486.5K
Ishares Gold Tr7.46K$657.7K0.1%$52.1KCut−$113.2K
Teradyne, IncTER2.21K$654.7K0.1%$227.3KCut$160.7K
Clear Channel Outdoor Hldgs275K$651.8K0.1%$44KCut−$65.1K
Schwab Us Aggregate Bond28K$649.3K0.1%−$4.17KAdded$3.57K
Lkq CorpLKQ21.5K$632.8K0.1%−$15KAdded$87.5K
Invesco Exch Trd Slf Idx Fd28.1K$627.8K0.1%−$6.7KAdded$20.5K
Western Digital CorpWDC2.3K$622.9K0.1%$148.3KAdded$363K
Fortinet, Inc.FTNT7.58K$619.1K0.1%$10.6KAdded$257.8K
Invesco Exch Traded Fd Tr Ii29.5K$617K0.1%−$22.1KAdded−$12.5K
Vanguard Whitehall Fds6.54K$616.7K0.1%$25.4KAdded$76.6K
Delek Us Hldgs Inc New13.7K$616.4K0.1%$210.2KAdded$211.9K
EnersysENS3.53K$612.7K0.1%$95.2KCut$87K
Invesco Exch Trd Slf Idx Fd28.2K$611.8K0.1%−$8.44KAdded$22.2K
Toronto Dominion Bk Ont6.54K$610.3K0.1%−$5.85KCut−$46.4K
3M COMMM4.15K$603.1K0.1%−$61.7KHeld
Ingredion IncINGR5.34K$601.2K0.1%$11.2KAdded$86.4K
Newmont Corp5.48K$593.7K0.1%$46.1KCut−$42.2K
Becton Dickinson & CoBDX3.76K$590.8K0.1%−$138.3KCut−$149K
Huntington Bancshares Inc37.7K$589.8K0.1%New
Invesco Exch Trd Slf Idx Fd25.2K$583.4K0.1%−$4.16KCut−$23.2K
Invesco Exch Trd Slf Idx Fd27.7K$582.3K0.1%−$10.8KAdded$92.5K
Martin Marietta Matls Inc987$580.9K0.1%−$33.5KCut−$84.5K
Marvell Technology, Inc.MRVL5.84K$578.5K0.1%$82.2KCut$24.4K
Idex Corp3.01K$571.2K0.1%$33.7KAdded$56.2K
Kroger CoKR7.63K$552.5K0.1%$75.4KCut$21.6K
Ishares Tr4.61K$546.2K0.1%−$3.31KAdded$6.53K
Pepsico IncPEP3.52K$546K0.1%$41.4KCut−$20.7K
Evercore Inc.EVR1.82K$543.9K0.1%−$68.9KAdded−$18.2K
Direxion Shs Etf Tr2.92K$540.7K0.1%−$97.4KAdded−$61.5K
West Pharmaceutical Svsc Inc2.13K$534.2K0.1%−$43.5KAdded$45.7K
APA CorpAPA12.6K$533.9K0.1%$226.2KCut$185K
Vanguard Whitehall Fds6.02K$532.6K0.1%−$17.2KAdded$5.86K
Hsbc Hldgs Plc6.38K$526.5K0.1%$24.4KCut$17.8K
Cadence Design System Inc1.89K$524K0.1%−$65.5KCut−$138.6K
Abbott LabsABT5.09K$523K0.1%−$115.3KCut−$843.4K
FIGS, Inc.FIGS34.8K$514.1K0.1%$118.7KCut$56K
Crowdstrike Hldgs Inc1.31K$510.7K0.1%−$72.6KAdded$75.3K
Citigroup Inc4.5K$510.1K0.1%−$11.9KAdded$90.1K
Essent Group Ltd.ESNT8.64K$505.2K0.1%−$56.5KAdded−$54.3K
Intuitive Surgical IncISRG1.09K$501.1K0.1%−$114.8KCut−$136.3K
Dimensional Etf Trust7.03K$498.5K0.1%−$22.9KAdded−$21.7K
Cardinal Health IncCAH2.35K$496K0.1%$13.7KCut$7.09K
Cooper Cos Inc6.91K$493.9K0.1%−$72.1KAdded−$70.8K
Magna Intl Inc8.74K$487.9K0.1%$21.9KCut$17.2K
Palantir Technologies Inc.PLTR3.33K$487.5K0.1%−$104.9KCut−$569.8K
NXP Semiconductors N.V.NXPI2.47K$486K0.1%−$49.9KCut−$117.4K
Halozyme Therapeutics, Inc.HALO7.47K$483K0.1%−$18.2KAdded$24.2K
Zions Bancorporation N A8.36K$481.9K0.1%−$7.71KCut−$48.6K
Constellation Energy CorpCEG1.69K$472.9K0.1%−$125.2KCut−$171.8K
Carlisle Cos Inc1.41K$469.1K0.1%$18.5KAdded$40.5K
Vanguard Intl Equity Index F6.23K$467.8K0.1%$9.54KAdded$12.8K
On Semiconductor CorpON7.46K$462K0.1%$58KCut−$17.1K
Coca Cola CoKO6.03K$458.4K0.1%$34.7KAdded$63.4K
Us Bancorp Del8.77K$456K0.1%−$9.03KAdded$99K
Suncor Energy Inc New6.89K$455.5K0.1%$149.9KCut$147.4K
Natera, Inc.NTRA2.26K$451.7K0.1%−$65.8KCut−$157.6K
Sumitomo Mitsui Finl Group I22.8K$451.1K0.1%$9.58KCut$3.82K
Pan Amern Silver Corp8.22K$449.1K0.1%$23.2KCut−$35.8K
Rocket Lab CorpRKLB6.98K$448.2K0.1%New
Spdr Series Trust7.82K$442.2K0.1%−$1.81KAdded−$169
Vaneck Etf Trust17.3K$434.9K0.1%−$12.1KAdded−$4.94K
Texas Instrs Inc2.22K$431.5K0.1%$45.9KCut−$40.2K
Ing Groep N.V.16.4K$428.3K0.1%−$32.1KCut−$34.9K
Champion Homes, Inc.SKY5.75K$427.9K0.1%−$37.2KAdded$117.6K
Invesco Exch Trd Slf Idx Fd25.4K$425.4K0.1%−$2.01KAdded$255.8K
Totalenergies SeTTE4.61K$419.7K0.1%New
Equinix IncEQIX424$415.5K0.1%$90.4KCut$48.2K
International Business Machs1.71K$413.3K0.1%−$91.4KAdded−$90.2K
Teck Resources Ltd7.99K$413.3K0.1%$30.8KCut−$23.8K
Schwab Strategic Tr16.5K$407.3K0.1%$11.7KHeld
Fidelity Covington Trust11.2K$402.4K0.1%−$4.68KAdded−$3.17K
Qualcomm Inc3.12K$401.6K0.1%−$131.8KCut−$227.4K
Grand Canyon Ed Inc2.36K$400.7K0.1%$7.7KAdded$52.4K
Stmicroelectronics N V11.6K$400.4K0.1%$95.8KAdded$111.9K
Applovin CorpAPP1K$399.9K0.1%−$277.1KCut−$306.8K
Booking Holdings Inc.BKNG95$399.5K0.1%−$110.7KCut−$363.1K
Bp Plc8.47K$398.3K0.1%$103.9KAdded$104.1K
Ovintiv Inc.OVV6.69K$397.3K0.1%$135KCut$100.3K
Coherent Corp.COHR1.66K$394.9K0.1%$88.9KCut$70.8K
RTX CorpRTX2.03K$391.3K0.1%$19.4KCut$18.3K
Texas Pacific Land Corporati820$389.3K0.1%$153.8KCut$116.8K
Alibaba Group Hldg Ltd3.09K$387.2K0.1%−$65.2KCut−$70.2K
Zebra Technologies Corporati1.85K$386.1K0.1%−$48.9KAdded$34.3K
Transdigm Group IncTDG332$385.3K0.1%−$56.8KCut−$118K
Astrazeneca Plc OrdAZN1.95K$384.4K0.1%New
Enerflex Ltd.EFXT18.4K$384K0.1%$100.8KCut$85K
Comcast Corp New13.3K$381.7K0.1%−$15.7KCut−$57.3K
Telefonaktiebolaget Lm Erics33.7K$379.7K0.1%$54.6KCut$8.46K
Vanguard Admiral Fds Inc931$379.4K0.1%−$34.6KAdded−$33.8K
Starbucks CorpSBUX4.22K$378.1K0.1%$22.7KCut−$15.4K
World Gold Tr4.07K$377.2K0.1%$29.8KCut$5.26K
Ameren CorpAEE3.43K$376.8K0.1%$28KAdded$99K
Ufp Industries IncUFPI4.07K$374.8K0.1%$3.15KAdded$111.2K
Spdr Series Trust3.86K$373.3K0.1%$9.39KAdded$10.1K
Balchem CorpBCPC2.19K$371.1K0.1%$34.1KAdded$46.3K
Celanese Corp Del5.61K$368.9K0.1%$131.8KCut$96.8K
Dollar Gen Corp New3.1K$368.4K0.1%−$36.7KAdded$20.7K
Baker Hughes Company6K$366.1K0.1%$93KCut$55.1K
Ecovyst Inc.ECVT28.4K$365.7K0.1%$89KCut$49.6K
MongoDB, Inc.MDB1.49K$364.3K0.1%New
GFL Environmental Inc.GFL8.69K$362.6K0.1%−$10.7KCut−$73.1K
Hunt J B Trans Svcs Inc1.71K$362.3K0.1%$30KCut−$21.7K
Boston Scientific CorpBSX5.69K$357K0.1%−$151.8KAdded−$86.8K
Ishares Tr546$356.6K0.1%−$17.5KCut−$53.1K
Wisdomtree Tr12.8K$356.6K0.1%−$17.4KAdded−$11.7K
Ascendis Pharma A/SASND1.53K$350.2K0.1%New
Ishares Tr3.6K$349.7K0.1%$3.96KCut−$553
Invesco Exch Trd Slf Idx Fd13.5K$346.3K0.1%New
Mastercard IncMA693$346.1K0.1%−$39.1KAdded$33.8K
Icf Intl Inc5.26K$343.3K0.1%New
Anglogold Ashanti PlcAU3.52K$342.4K0.1%$39.4KAdded$64.7K
Krystal Biotech, Inc.KRYS1.31K$337.6K0.1%$10.9KAdded$110.1K
Crown Hldgs Inc3.36K$337K0.1%−$9.15KCut−$12.1K
General Mtrs Co4.51K$336.4K0.1%−$30.7KCut−$82.5K
Ingersoll Rand Inc.IR4.16K$333.5K0.1%$3.75KCut−$34.6K
Orix Corp11.1K$332.3K0.1%$8.56KCut$6.95K
Ferguson Enterprises Inc1.42K$331.6K0.1%$13.5KAdded$48K
CGI IncGIB4.53K$331.5K0.1%−$74.9KAdded−$28.6K
Expedia Group, Inc.EXPE1.42K$328K0.1%−$62KAdded−$6.6K
Vanguard Bd Index Fds4.25K$327.9K0.1%−$2.94KCut−$374K
Etfs Gold Tr7.3K$325.8K0.1%$25.9KCut$1.21K
T-Mobile Us Inc1.54K$324.2K0.1%$10.7KCut−$39.4K
Phillips 66PSX1.77K$323.1K0.1%New
Flex Ltd.FLEX4.92K$322.2K0.1%$24.9KCut−$21.7K
Vanguard Admiral Fds Inc1.58K$322.1K0.1%−$1.66KAdded$2K
MSCI Inc.MSCI596$321.2K0.1%−$21KCut−$59.4K
Shopify Inc.SHOP2.7K$319.9K0.1%−$114.3KCut−$274.6K
Aar CorpAIR2.91K$318.7K0.1%$77.6KCut$74.7K
Hologic Inc4.21K$318.4K0.1%$4.65KCut−$35.4K
Addus Homecare CorpADUS3.39K$317.2K0.1%−$44.1KAdded−$27.6K
Ulta Beauty, Inc.ULTA606$316.7K0.1%New
Comfort Sys Usa Inc230$316.6K0.1%$102KCut−$176.9K
Canadian Pacific Kansas City4K$314.2K0.1%$19.2KAdded$31.9K
Arch Cap Group Ltd3.27K$313.8K0.1%$235Cut−$13.7K
Equinox Gold Corp.EQX21.6K$312.8K0.1%$9.09KCut−$8.38K
Vanguard World Fd445$310.6K0.1%−$24.7KAdded−$20.5K
Agnico Eagle Mines LtdAEM1.53K$309.9K0.1%$51KCut$46.4K
Spdr Series Trust3.27K$309K0.1%$11.7KAdded$13.1K
United Cmnty Bks Blairsvle G9.8K$308.6K0.1%New
Alnylam Pharmaceuticals, Inc.ALNY920$304.3K0.1%New
Electronic Arts Inc.EA1.49K$303.2K0.1%−$759Cut−$44.7K
Spotify Technology S.A.SPOT625$303K0.1%−$59.7KCut−$118.3K
Peabody Energy CorpBTU9.18K$302.5K0.1%$29.8KCut$14.5K
Te Connectivity PlcTEL1.44K$301.3K0.1%−$26.8KCut−$66.6K
Ishares Tr1.41K$300.8K0.1%$4.54KAdded$5.82K
Avnet IncAVT4.84K$298.6K0.1%$65.6KCut$33.5K
Petroleo Brasileiro Sa Petro14.3K$296.4K0.1%$124.1KAdded$131.2K
Dominion Energy, IncD4.77K$294.9K0.1%$15.4KCut−$12.8K
Mp Materials Corp6.11K$294.8K0.1%−$13.8KCut−$32K
Ge Aerospace1.04K$294.3K0.1%−$18.6KAdded$58.6K
National Grid Plc3.45K$292K0.1%$25KAdded$25.5K
Msa Safety Inc1.77K$289.7K0.1%$6.4KAdded$19.4K
ServiceNow, Inc.NOW2.77K$289.4K0.1%−$134.6KCut−$314.2K
Align Technology IncALGN1.68K$288.6K0.1%$25.6KCut−$15.7K
Icon PlcICLR2.6K$288.1K0.1%−$186.3KCut−$233.7K
Live Nation Entertainment In1.88K$287.2K0.1%$18.9KCut−$230.4K
Argenx SEARGX393$286.8K0.1%New
Cloudflare, Inc.NET1.39K$285.8K0.1%$12.7KCut−$24.1K
Corteva, Inc.CTVA3.41K$285.7K0.1%$56.9KCut$22.4K
Mercadolibre IncMELI165$284.8K0.1%−$45.5KAdded−$36.8K
Canadian Imperial Bank Of Co3K$283.9K0.1%$11.8KAdded$25.3K
Centene Corp Del8.67K$283.8K0.1%−$72.9KCut−$122.8K
Bitwise 10 Crypto Index EtfBITW6.33K$282.3K0.1%New
Unitedhealth Group IncUNH1.04K$282.3K0.1%−$62.1KCut−$93.1K
Koninklijke Philips N V10.3K$282K0.1%$3.29KCut−$177
Axcelis Technologies IncACLS3.03K$281.9K0.1%$38.6KCut−$41.4K
Royal Bk Cda1.74K$281.4K0.1%−$14.5KAdded−$944
Brookfield Corp6.95K$281.2K0.1%−$36.2KAdded−$25.6K
Crh Plc2.65K$278.3K0.1%−$52.1KCut−$54.7K
Stagwell IncSTGW44.2K$277.7K0.1%$61.8KCut$33.5K
Cencora, Inc.COR882$277K0.1%New
Intercontinental Hotels Grou2.06K$275K0.1%−$14.5KAdded−$3.69K
Unum Group3.75K$273.6K0.1%−$16.8KCut−$56.2K
Vermilion Energy Inc.VET19.7K$271.8K0.1%$107.3KCut$99.6K
Vaneck Etf Trust2.26K$271.6K0.1%$14.2KCut−$1.13K
Banco Bradesco S A73.7K$269K0.1%$23.6KAdded$23.7K
Advance Auto Parts IncAAP5.09K$268.6K0.1%$68.5KCut$59.8K
Howmet Aerospace Inc.HWM1.16K$266.7K0.1%New
Guidewire Software, Inc.GWRE1.77K$264.5K0.1%−$85.3KAdded−$68.7K
Chart Inds Inc1.28K$264.4K0.1%$588Cut−$37.4K
At&T Inc9.11K$264.1K0.1%$37.4KAdded$40.2K
Home Depot, Inc.HD802$263.8K0.1%−$12.3KCut−$118.3K
Prudential Plc9.27K$263.6K0.1%−$23.9KAdded−$12.6K
Vanguard Index Fds441$263.5K0.1%−$12.8KAdded−$10.4K
Werner Enterprises IncWERN8.95K$263.3K0.1%New
Jones Lang Lasalle IncJLL863$262.5K0.1%−$28KCut−$69.7K
Novo-Nordisk A S7.07K$259.8K0.1%−$62.7KAdded$33.8K
Moodys Corp593$258.7K0.1%−$42.6KAdded−$32.1K
Galiano Gold Inc.GAU103K$258.6K0.1%−$2.06KCut−$16.7K
Select Med Hldgs Corp15.8K$258K0.1%$22.8KCut$6.78K
Las Vegas Sands CorpLVS4.78K$257.4K0.1%−$53.5KCut−$102.6K
Interactive Brokers Group In3.83K$256.9K0.1%$10.6KCut−$27.4K
Idexx Labs Inc453$254.5K0.1%−$51.8KCut−$90.4K
Revvity, Inc.RVTY2.89K$253.3K0.1%−$26.4KCut−$65.8K
Ishares Tr2.44K$252.8K0.1%$2.54KHeld
Coinbase Global, Inc.COIN1.44K$251.1K0.1%−$74.1KCut−$127.7K
Rbc Bearings IncRBC462$250.7K0.1%New
Eldorado Gold Corp New7.29K$250.3K0.1%−$11.6KCut−$26.5K
East West Bancorp IncEWBC2.34K$250.2K0.1%−$11.2KAdded$26.2K
Gildan Activewear Inc.GIL4.47K$249K0.1%−$30.5KCut−$70.6K
AramarkARMK6.14K$248.8K0.1%$22.6KCut−$12.2K
S&P Global Inc.SPGI584$248.6K0.1%−$54.6KAdded−$46.1K
Deckers Outdoor CorpDECK2.48K$248.6K0.1%−$8.86KCut−$43.5K
Hyatt Hotels CorpH1.72K$247.8K0.1%−$28.5KCut−$71.8K
Ge Healthcare Technologies I3.48K$247.8K0.1%−$37.8KCut−$78.1K
Gilead Sciences, Inc.GILD1.77K$246.8K0.1%New
Maximus, Inc.MMS3.82K$245.1K0.1%−$82.1KAdded−$74.1K
Teleflex IncTFX2.04K$244.2K0.1%−$4.93KCut−$38.6K
Barrick Mng Corp5.96K$243.1K0.1%−$16.5KCut−$71.8K
Generac Hldgs Inc1.21K$236.4K0.0%New
Ferrari N.V.RACE697$236K0.0%−$20.6KAdded−$9.09K
Ishares U S Etf Tr2.75K$235.4K0.0%−$1.61KAdded$356
Zimmer Biomet Holdings, Inc.ZBH2.59K$234.4K0.0%$1.33KCut−$26.5K
Fidelity National Financial, Inc.FNF5.05K$234.2K0.0%−$41.4KCut−$73.1K
Rush Street Interactive, Inc.RSI10.7K$232.7K0.0%New
WEX Inc.WEX1.52K$232.6K0.0%$6.1KCut−$24.3K
Chipotle Mexican Grill IncCMG7.23K$231.5K0.0%−$36.1KCut−$69.8K
Unilever Plc4.05K$230.8K0.0%−$34.2KCut−$37.4K
Sunbelt Rentals Holdings, Inc.SUNB3.54K$230.7K0.0%New
F5, Inc.FFIV796$230.4K0.0%$27.1KCut$1.85K
Spdr Series Trust4.8K$229.6K0.0%−$710Added$15.3K
Vertiv Holdings CoVRT913$228.9K0.0%$80.9KCut−$23.4K
Wesco Intl Inc829$226.9K0.0%$24.1KCut$13.3K
Willis Towers Watson PlcWTW777$226K0.0%−$29.5KCut−$65.3K
Toyota Motor Corp1.1K$225.9K0.0%−$8.74KCut−$10.7K
Red Rock Resorts, Inc.RRR4.17K$222.3K0.0%−$35.8KCut−$70.6K
Nextera Energy Inc2.39K$221.6K0.0%New
Relx Plc6.64K$220K0.0%−$46.5KAdded−$38.1K
Invesco Exch Traded Fd Tr Ii8.81K$219.1K0.0%−$400Added$9.32K
Arista Networks, Inc.ANET1.78K$219K0.0%New
Dimensional Etf Trust6.16K$218.8K0.0%$6.6KAdded$7.03K
Arteris, Inc.AIP13.2K$217.4K0.0%New
Ryanair Holdings Plc3.73K$215.3K0.0%−$53.6KCut−$54.7K
Sanofi Sa4.45K$214.2K0.0%−$1.25KCut−$3.67K
Dexcom IncDXCM3.39K$213.1K0.0%−$12.1KCut−$38.3K
Ishares Tr1.71K$212.6K0.0%$7KCut$4.83K
Vanguard Mun Bd Fds2.13K$212.4K0.0%−$1.87KAdded$3.72K
Epam Sys Inc1.57K$212.1K0.0%−$108.7KCut−$154K
Vail Resorts IncMTN1.65K$211.8K0.0%−$7.46KCut−$37.7K
Euronet Worldwide, Inc.EEFT3.19K$211.7K0.0%New
Rb Global Inc.RBA2.2K$210.8K0.0%−$15.4KCut−$45.8K
Masimo Corp1.18K$209.3K0.0%New
Ss&C Technologies Hldgs Inc3.1K$209.1K0.0%−$61.5KCut−$99.2K
Lpl Finl Hldgs Inc695$209.1K0.0%−$39.3KCut−$77.9K
Johnson Ctls Intl Plc1.59K$208.6K0.0%$17.9KCut$7.35K
U Haul Holding Company4.34K$207.2K0.0%−$11.4KCut−$40.6K
Nlight, Inc.LASR3.61K$205.9K0.0%New
Moog Inc702$205.4K0.0%New
Goodyear Tire & Rubr Co30.9K$204.6K0.0%−$54.4KAdded−$18.9K
Choice Hotels Intl Inc1.98K$204.6K0.0%$16.3KCut−$8.29K
Abrdn Platinum Etf TrustPPLT1.15K$204.5K0.0%−$9.4KCut−$39.2K
Vicor CorpVICR1.26K$203.3K0.0%$64.9KCut−$284.6K
Madrigal Pharmaceuticals, Inc.MDGL388$202.9K0.0%New
Ishares Tr3K$202.9K0.0%$4.58KCut$1.74K
Corning Inc1.49K$202.8K0.0%$72.2KCut−$419K
Franco Nev Corp819$202.2K0.0%New
Hubbell IncHUBB412$202K0.0%New
Cboe Global Mkts Inc712$200.1K0.0%New
Mamas Creations Inc12.6K$193.2K0.0%New
Orla Mng Ltd New11.3K$182.8K0.0%$30.2KCut−$26.1K
Baxter Intl Inc10.4K$174.8K0.0%−$24KCut−$49.2K
Terawulf Inc.WULF11.8K$170.2K0.0%New
Adaptive Biotechnologies Cor12.1K$167.6K0.0%New
Snap IncSNAP35.6K$163.5K0.0%−$123.4KCut−$161.7K
Ondas Hldgs IncONDS17.8K$160.9K0.0%New
The Realreal Inc16.8K$152.6K0.0%New
ThredUp Inc.TDUP40.2K$131.8K0.0%New
Western Un Co14.4K$125.7K0.0%−$8.35KCut−$12.7K
Hennessy Advisors IncHNNA12.9K$125.4K0.0%$1.93KCut−$2.95K
Algoma Stl Group Inc22.4K$92.5K0.0%$674Cut−$4.47K
Tic Solutions Inc12.8K$84.4K0.0%−$40.6KAdded−$31.8K
Eos Energy Enterprises Inc16.1K$79.7K0.0%New
Avantor, Inc.AVTR10.1K$79.5K0.0%−$36.7KCut−$43K
B2gold CorpBTG10.3K$46.5K0.0%New
Mercer Intl Inc32.6K$46.3K0.0%−$18.2KCut−$21.8K
Health Catalyst, Inc.HCAT36.4K$46.2K0.0%−$40.7KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.